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For Companies At a Glance
- Tasks: Support advisers and paraplanners while ensuring exceptional client service.
- Company: Join a growing financial services firm focused on client satisfaction.
- Benefits: Enjoy a supportive team environment with development opportunities.
- Why this job: Perfect for motivated individuals passionate about finance and client relations.
- Qualifications: Experience in an IFA environment and familiarity with Intelligent Office required.
- Other info: Opportunity to mentor less experienced team members.
The predicted salary is between 20000 - 24000 £ per year.
Job Description
IFA Administrator
Location: Meriden, CV7
Salary: £25,000 – £30,000 (DOE)
Reporting to: Client Services Manager
Are you an experienced administrator looking to take the next step in financial services?
We’re seeking a highly organised and detail-oriented IFA Administrator / Client Manager to join our client during a key period of growth.
The purpose of this role is to support advisers and paraplanners, ensuring exceptional client service!
What You’ll Be Doing:
- Preparing client valuations and maintaining records on Intelligent Office
- Assisting with annual review packs and portfolio rebalancing
- Processing new business, client withdrawals, and fund switches
- Managing client queries, including death claims and policy administration
- Producing suitability reports for ISA withdrawals
- Ensuring compliance with FCA regulations, TCF principles, and company policies
- Supporting less experienced team members through training and mentoring
What do you need?
- Experience in an IFA environment (essential)
- Familiarity with platforms like Intelligent Office
- Progress towards Diploma in Financial Planning (or with plans to)
Why Join?
This role offers a supportive team environment with opportunities for development during a key period of business growth.
If you’re a motivated administrator with a passion for financial services, we’d love to hear from you!
Apply now or get in touch for more details.
IFA Administrator employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Make sure to familiarize yourself with Intelligent Office, as it's a key platform for this role. If you have experience using it, be ready to discuss specific tasks you've completed on the platform during your interview.
✨Tip Number 2
Highlight any experience you have in preparing client valuations and managing client queries. Be prepared to share examples of how you've handled complex situations or provided exceptional service in previous roles.
✨Tip Number 3
Since compliance is crucial in this role, brush up on FCA regulations and TCF principles. Showing that you understand these concepts will demonstrate your commitment to maintaining high standards in financial services.
✨Tip Number 4
If you're working towards your Diploma in Financial Planning, mention this during your conversation. It shows your dedication to professional development and aligns with the growth opportunities we offer at StudySmarter.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the IFA Administrator position. Highlight key responsibilities and required skills, such as experience in an IFA environment and familiarity with Intelligent Office.
Tailor Your CV: Customize your CV to reflect your relevant experience in financial services. Emphasize your administrative skills, attention to detail, and any experience you have with client management or compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your motivation to support advisers and paraplanners. Mention specific examples of how you've contributed to client service in previous roles.
Highlight Your Qualifications: If you are progressing towards a Diploma in Financial Planning, make sure to mention this in your application. It shows your commitment to professional development and aligns with the company's expectations.
How to prepare for a job interview at Ellis James Partners
✨Show Your Experience
Make sure to highlight your previous experience in an IFA environment. Be prepared to discuss specific tasks you've handled, such as preparing client valuations or managing client queries.
✨Demonstrate Attention to Detail
As an IFA Administrator, attention to detail is crucial. Bring examples of how you've maintained accurate records or ensured compliance with regulations in your past roles.
✨Familiarize Yourself with Intelligent Office
Since the role involves using Intelligent Office, it’s a good idea to familiarize yourself with this platform beforehand. If you have experience with it, be ready to discuss how you’ve used it effectively.
✨Express Your Commitment to Development
Mention your progress towards the Diploma in Financial Planning or your plans to pursue it. This shows your commitment to professional growth and aligns with the company's supportive environment.
